The Perfect RIA

Latest Episodes:

Value Sledgehammer or Volume Sucker Punch? [Episode 233] Dec 04, 2023

Show notes

In this episode of The Perfect RIA podcast, Matt and Micah are getting into the critical aspect of delivering value to clients through the use of Value Adds. Sharing examples from their 1099 Value Add and its origin, they caution against overwhelming clients with information and the importance of starting small when implementing Value Adds.

Matt and Micah provide practical advice on creating a systematic process, setting deadlines, and involving the team in the implementation of Value Add initiatives. They'll also discuss and advocate for proactive planning because putting in that work in advance allows advisors to choose when to roll out improvements, giving them more control in delivering ongoing value to clients.

Value Sledgehammer or Volume Sucker Punch? [Episode 233]

Estate Planning Value, Client Complexities, and Balancing Service With Personal Growth Dec 01, 2023

Show notes

On Monday, we revisited Micah and special guest Rod Zeeb, CEO of The Heritage Institute, as they emphasized building genuine connections and trust with clients through estate planning. They discuss the four key things clients genuinely desire and the critical questions advisors must ask to meet those expectations, all while stressing the importance of starting with a vision. On Wednesday, Matt was joined by, Paul Saganey, the founder of Integrated Partners, who introduced the concept of the complexity curve and shared his insights into problem-solving and the significance of asking thought-provoking questions to provide guidance for financial advisors aiming to elevate their practice. Thursday, Jamie shared her journey as an acts of service person and addressed the challenges of asking for assistance, and offered insights into achieving a balance between helping others and personal growth.

Tune in as we recap highlights and action items from estate planning to personal growth.

Asking Questions That Matter For Estate Planning [Episode 232] The Complexity Curve with Guest Paul Saganey Acts Of Service Estate Planning Value, Client Complexities, and Balancing Service With Personal Growth

Acts Of Service Nov 30, 2023

Show notes

Jamie explores acts of service individuals and the potential impact on personal success, where she shares her personal journey as an act of service person. She's discussing the downside of this mindset, as it can lead to difficulties in letting go and asking for help when needed. Jamie underscores the importance of empowering and teaching others and addresses the common tendency for acts of service individuals to put others before themselves, even at the cost of their own needs. Tune in as she offers valuable insights for those seeking a balance between helping others and achieving personal growth and success.

Acts Of Service

The Complexity Curve with Guest Paul Saganey Nov 29, 2023

Show notes

Matt is joined by the founder of Integrated Partners, Paul Saganey, to explore the fascinating concept of the complexity curve. Integrated Partners has struck a unique balance, empowering advisors to remain independent while receiving the crucial support and networking opportunities they need. The key focus here is helping advisors guide their clients through the complexity curve, where both financial and personal lives become increasingly intricate with time. Paul talks further about the art of building strong relationships with accounting firms, the importance of problem-solving, and highlighting how you can be a true asset to them. Paul also shares his wisdom on the significance of 'disturbing tracks,' a technique that helps advisors visually depict clients' financial futures by recognizing and magnifying problems. He stresses the value of asking thought-provoking questions rather than providing cookie-cutter solutions.

The Complexity Curve with Guest Paul Saganey

Throwback: Asking Questions That Matter For Estate Planning Nov 27, 2023

Show notes

This industry is about so much more than simply offering financial help. It is about building honest connections and trust with your clients and ensuring that they always feel heard, valued, and understood. In this episode, Micah will be joined by Rod Zeeb, founder and CEO of The Heritage Institute, to discuss how to deliver massive value items, specifically several things we need to focus on as advisors to make sure we're always exceeding expectations. Listen in as Rod explains the four things that clients truly want, as well as the questions you need to ask in order to get there. You will learn how to understand your clients' goals with their estate planning, how to approach a conversation around an estate that is not being split equally, and why you should always start with the vision. Throwback: Asking Questions That Matter For Estate Planning

Mastering Communication, Delegation Secrets, and Personal Growth Nov 24, 2023

Show notes

On Monday, Matt and Micah talked about the concept of treating everyday interactions as at-bats and the significance of mastering communication skills to succeed in your practice. On Wednesday, Matt was joined by Karen Stewart, who highlighted how virtual assistants can handle tasks like email, calendar management, and even process documentation, freeing up advisors to focus on their strengths. Thursday, Jamie shares valuable insights about not engaging in every confrontation and finding the right people to collaborate with, and the importance of not allowing negative thoughts to limit your potential. Tune in as we recap highlights and action items from personal development to improving your professional skills.

How To Get More At-Bats [Episode 231] Delegating for Success with Guest Karen Stewart Showin' Up For A Fight Mastering Communication, Delegation Secrets, and Personal Growth

Showin' Up For A Fight Nov 23, 2023

Show notes

Jamie discusses the importance of recognizing when to step away from unnecessary conflicts in our lives, emphasizing that not every fight requires our presence and the concept that some people, due to a chaotic upbringing, unknowingly seek chaos as adults to recreate a sense of normalcy. She stresses that you must evaluate where you invest your energy and the importance of surrounding yourself with the right people. This serves as a compelling reminder that we are in control of our lives and that we have the power to choose how we invest our time, energy, and focus.

Showin' Up For A Fight

Delegating for Success with Guest Karen Stewart Nov 22, 2023

Show notes

Matt is once again joined by Karen Stewart from Belay to discuss delegation and maximizing efficiency in your business. Karen stresses the importance of creating a list of tasks you're currently handling. From email management to calendar organization and even travel planning, she suggests pinpointing which tasks can be effectively delegated to a virtual assistant. Not all tasks require your personal touch. Instead of feeling you 'should' be handling certain tasks, you can delegate these to a VA, who's better equipped for the job. Matt and Karen will also talk about the importance of clear communication and onboarding processes when working with a virtual assistant. It's all about understanding each other's expectations and preferences, which is a crucial factor for a harmonious and productive working relationship. Delegating for Success with Guest Karen Stewart

How To Get More At-Bats [Episode 231] Nov 20, 2023

Show notes

Matt and Micah are here to talk about consistent practice and communication mastery. Drawing a parallel to professional athletes, they underscore the need for advisors to refine their skills continuously and to identify specific areas of their communication skillset that require improvement and commit to daily practice.

They're also sharing the critical role of body language and how being aware of shifts in a client's body language can provide valuable insights and enable advisors to ask pertinent questions. They'll also argue that, regardless of your position, you are always in sales, emphasizing the significance of mastering communication in helping clients achieve their financial goals. How To Get More At-Bats

Transparency, Energy Awareness, and Practicing Value Adds Nov 17, 2023

Show notes

In today's recap, we're first revisiting Monday's episode, where Matt and Micah shared their experiences at a recent conference where Matt grappled with questions about his practice's efficiency and spare time. The conversation revolved around the challenge of seeking guidance and insights from others in the field, especially when the advice you receive doesn't align with the reality of your own experiences.

Wednesday's episode featured guest Kat Eletskikh from the Chartered Institute for Securities and Investment (CISI). Kat discussed her role in event planning and managing stress in a demanding industry. She shared her strategies for maintaining high energy levels, emphasizing the importance of self-care, nutrition, and networking.

Thursday, Jamie talked about the importance of practicing value adds as an opportunity to ensure you have a common language within your office and confidence in your delivery to clients.

Tune in to learn more about navigating professional conferences, managing stress, and practicing delivery. Don't miss this recap of our recent episodes!

So Is This What You Do In YOUR Practice? Event Planning and Energy Mastery with Guest Kat Eletskikh Trust But Verify

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